Wealth Solutions Consultant
virtual vocationsDenver, CO
Wealth Solutions Consultant
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting ServicesAbout the role
To support a growing Wealth Solutions team, the full-time Wealth Solutions Consultant will drive the adoption and implementation of investment solutions for financial advisors, providing consulting expertise and building relationships with clients while working in a hybrid or remote environment.
Key responsibilities:
Drive the adoption and growth of investment solutions across various client segments
Partner with sales teams and advisors to position portfolios and investment products that align with client objectives
Provide consulting expertise through portfolio reviews and solution design, while assisting in the creation of tailored investment proposals
Required qualifications:
CFA Level I candidate or above is preferred
Prior experience working with financial advisors is advantageous
Bachelor's degree in Finance, Economics, Business, or a related field, or equivalent experience
1-3+ years of experience in wealth management, investment consulting, or advisor-facing support roles
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JOB OVERVIEW
Experience level
Senior
Location
Denver, CO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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